Share files and deliverables with clients
in progress
A

Andrew Mcintee
Some sessions produce something to hand over, like a report, worksheet or summary. Experts have no way to share these with clients on EveryExpert, so they fall back to email or outside tools.
This would let experts:
- Upload a file (such as a PDF) for a specific client or session.
- Share deliverables between sessions, not only during a call.
- Let clients attach images or screenshots when they answer intake questions. Today intake questions only accept text, links and multiple choice.
A

Andrew Mcintee
updated the status to
in progress